ERCOT Retail Training Task Force Update & Schedule 2018
Topic covers updates & proposed classes for ERCOT Retail Market Training Task Force including Retail 101, Inadvertent Gain Training, Marketrak overview, and more. Scheduled classes in Austin, Dallas, and Houston.
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Presentation Transcript
ERCOT Retail Market Training Task Force Update to RMS Tuesday, December 5, 2017 Co-Chairs: Deborah McKeever, Oncor Tomas Fernandez, NRG Sheri Wiegand, TXU Energy
Update Retail Training Instructor Led Classes - 2017 Final instructor led training for 2017 was held in Houston November and included: Retail 101 November 29 15 CRs or more attended in person or web-ex Inadvertent Gain November 30 11 CRs or more attended in person or web-ex 2 Retail Market Training Task Force
Retail Training Curriculum Retail 101 High level overview of the ERCOT Retail Market History of the Texas competitive electricity market Roles of Market Participants ERCOT, REPs, TDSPs, PUCT Market Rules Retail Transactions Impacts of Advanced Metering technology Market data transparency Inadvertent Gain and Loss Training - a closer look at the IAG/IAL market process Fundamentals of the established market process including rescissions Facilitated discussion of best practices End to end demo of the MarkeTrak subtypes IGL market reporting Retail Market Training Task Force 3
Retail Training Instructor Led Classes Proposed for 2018 Proposed Schedule for Retail Training - 2018 AUSTIN FEBRUARY WebEx Only Tue January 30th RETAIL 101 9:00 4:00 Wed January 31st INADVERTENT GAIN TRAINING 9:00 3:30 DALLAS Oncor Offices MAY Tue May 1st RETAIL 101 9:00 4:00 Wed May 2nd TxSET TRAINING 9:00 4:00 HOUSTON CenterPoint Offices SEPTEMBER Tue September 25th RETAIL 101 9:00 4:00 Wed September 26th TxSET TRAINING 9:00 4:00 Retail Market Training Task Force 4
MarkeTrak On MarkeTrak On- -line Training Modules line Training Modules Available Available Marketrak Overview Switch Hold Removal Cancel With/Without Approvals Inadvertent Gains/Losses & Rescissions Usage and Billing Other D2D Subtypes Bulk Insert MarkeTrak Admin Functionality Data Extract Variances (DEV) LSE Subtypes Data Extract Variances (DEV) Non-LSE Subtypes Emails and Notifications Reporting Background & GUI Retail Market Training Task Force 5
MarkeTrak On MarkeTrak On- -line Module Training via line Module Training via ERCOT Learning Management System ERCOT Learning Management System How many market participants have viewed the Online training modules*? Which segment of the market do the viewers represent? Market Segment LSE/REP TDSP QSE Other TOTAL MT Module # of Viewers # of Viewers Overview Switch Hold Cancels IAGs Usage & Billing Day to Day Bulk Insert Admin DEV LSE DEV NonLSE Email Reporting TOTAL 189 113 110 133 59 53 25 18 12 10 12 4 738 288 157 35 258 738 There have been 158 users YTD. Top modules viewed are Overview, Inadvertent Gain, and Cancel w/ Approval. *Training taken via ERCOT LMS. Does not include training taken outside the LMS Retail Market Training Task Force 6
ERCOT Learning Management System New Feature The Training page of the ERCOT website has added a new page of Course Recommendations where you can view recommended courses for each Market Participant type. Retail Market Training Task Force 7
MarkeTrak On MarkeTrak On- -line Training Module Series line Training Module Series How do I register for Training? 1. Go to the ERCOT Training Website at http://www.ercot.com/services/training/ 2. Select the course you are interested in attending 3. On the Schedule/Registration tab, select the enroll online link under Registration to register for the course. If you find the course is not listed under the Web-based training 1. Go to ERCOT Training Website as shown above 2. Select the ERCOT Learning Management System (LMS) link in the upper right hand corner under RELATED CONTENT 3. If necessary, set up a log on 4. Once in LMS, follow drop downs for web-based training and retail market . Available modules will appear 5. Select start course Note! Most modules are able to be completed in less than 30 minutes. Retail Market Training Task Force 8
Please join us for our Next RMTTF Meeting December 7, 2017 9:30 AM ERCOT MET Center Agenda Items Include: Finalize Cancel w/ Approval, Usage & Billing, Inadvertent Gain modules Review Day to Day module Continue planning for the 2018 TxSET Training
Thank you! Retail Market Training Task Force 10